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17 results for “software economics”
Concept3 mentions across episodes
software
Topic2 mentions across episodes
software
...software is being made. And software just keeps becoming more and more of our GDP. Right? Like, it's it's a, so I'm bullish on kind of the amount of software we'll be able to create, how it'll be created. I think there's also something here about,
33:47 / 34:56
from transcript33:47 – 34:56
...software? Like, why does someone buy some random SaaS tool? Is it because it's so hard to build it? No. Like, most SaaS tools are like crud. Like, they're just these basic kind of readwrite databases. They're all the same. So why do people buy them?
35:59 / 37:00
from transcript35:59 – 37:00
...a lot of software is just a set of deterministic rules that have been learned from, like, in many cases, decades of experience, and the rules are not exposed. The rules are they're kind of embedded, and you can't just replicate them. You replicate th
11:58 / 13:07
from transcript11:58 – 13:07
...software companies that are popping up in this space, it's no longer the system of record for, like, time and attendance. Like, draft me a contract. Like, do that work for me. You could start billing out. Again, unclear how the pricing model of this
11:57 / 13:31
from transcript11:57 – 13:31
and the the the big difference is is that, you know, a year ago, if we were to have this conversation, the co the conversation would be about, you know, AI sort of doing type ahead. And, and it, you know, it can add maybe, like, a few lines of code t
14:56 / 16:02
from transcript14:56 – 16:02
...software that does the job of labor. It's like the new e equals MC squared. And we're seeing this happen at so many companies, and these companies are scaling so quickly because they really are selling into clients or end users and saying, hey. We'll
1:31 / 2:49
from transcript1:31 – 2:49
We simply aim to ship every single product that relates to customer data. Say we have about 14 products that relates mainly kind of product engineering or growth engineering use cases, like product analytics, obviously, but, like, a whole list of oth
38:59 / 40:05
from transcript38:59 – 40:05
...engineering. Even among Starps in Silicon Valley, which I think are probably some of the most attractive places for software engineers to work, there's always been a chronic charge of them. Then you've got the Fortune 500 companies, non tech companie
20:10 / 21:15
from transcript20:10 – 21:15
...software engineering is much cheaper in China, partially because, like, people, STEM group number of STEM graduates, etcetera. So STEM so it's generally just cheaper to do. And so at the same time, code for l l like, code LMs have been adopted much l
4:41:55 / 4:43:02
from transcript4:41:55 – 4:43:02
...itself. Right? It turns out to be a much harder problem to go out and collect requirements from an unknown set of users with an unknown set of needs and, like, figuring out what to build. That turns out to be much harder than actually building it. So
36:41 / 37:52
from transcript36:41 – 37:52
...software system is the combination of the code and all of the individual users who have learned how to use it. If you're trying to change out your CRM at a company, that means training every single sales rep on how to use the new CRM and getting it r
9:43 / 11:15
from transcript9:43 – 11:15
...software that you need, like, has not quite arrived in many of the equity research people's desks. Right? And so, like, I'm like, guys, like, your whole job was to think about these like, the structural advantage of your businesses and what is gonna
13:29 / 14:30
from transcript13:29 – 14:30
...been a software developer for a very, very long time because, the the person that I like to cite as my counterexample here is, my my second favorite economist, David Ricardo. And in 1817, he's been around for a long he he lived a long time ago, but i
11:14 / 12:20
from transcript11:14 – 12:20
...software vendors, And I'm sure there's a range about what they're selling and how much is it code versus how much is it other stuff and which ones are more exposed to the pure, like, code generation abilities. Yeah. It's a great question. And you're
12:35 / 14:21
from transcript12:35 – 14:21
...software vendor problem that is. Yeah. I think people also misunderstand how much demand exists for software products. And by software products, I mean everything. I mean AI, I mean Is software eating the world? Different tools. Eating the world? AI
5:57 / 7:04
from transcript5:57 – 7:04
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